The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#51: Avoiding the Humblebrag and Other Trust-Killers

Posted March 30, 201700:17:56

Learn why it's good sometimes not to come across as too-polished. You can have the best scripting or the best service model, but you won't make it very...

#50: Making Team Meetings Great Again

Posted March 30, 201700:13:52

Why do many professionals dread team meetings: they tend to drag on for far too long, aren't very productive, or are—simply put—they're boring!...

#49: Best Practices for Tracking Marketing Activity

Posted March 14, 201700:12:48

Learn valuable best practices with regards to activity tracking. While activity tracking is basic in theory, implementation takes incredible self-discipline....

#48: The ABCs of Delegation

Posted March 10, 201700:12:05

Why is it so hard to let go of certain tasks? Your time is best spent on $1,000/Hour Activities™, the handful of activities that drive the majority...

#47: 10 Personal Branding Essentials

Posted March 10, 201700:18:28

Discover 10 essential for building a stellar personal brand. When selling an intangible service, like financial advice, the consumer is forced to make...